Create custom roles or manage role to control actions in knowledge base
Create custom roles, define their scope of access and usage at a granular level. There are two categories of account in Document 360.
- Teams Account
- Reader Account
You can assign the Owner, Administrator, Editor, and Draft Writer role in the team accounts. Reader accounts are end-users who must first log in to a private knowledge base to view articles. If the built-in roles don’t meet the specific needs of your organization, you can create your own custom roles.
Just like built-in roles, you can assign custom roles to your team. Below are the steps to creating a new role
- Navigate to Settings and then click Team Management.
- Select the Roles tab.
- In the roles table, click Add new role.
- Give the new role a unique, practical name and description.
- Configure the role’s permission set.
- Click Add.